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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/investment-strategy-capstone
课程评论：没有评论
课程名称：金融市场与投资策略顶点项目 概述：在此顶点项目中，您需要为一个人在其生活的三个不同阶段设计投资计划。随着生活阶段的变化，个人的偏见、风险偏好和财富需求也会发生变化。您需要考虑这些因素，为每个生活阶段设计合适的投资计划。在此过程中，您将运用在四门课程中学到的概念，通过考虑不同的资产和市场，构建一个与投资者的特点相匹配的最佳投资组合，以实现投资者的目标。最后，您还需评估该投资组合的表现。 课程大纲： 部分：1 标题：顶点项目 描述：在顶点项目中，您需要为一个人在其生活的三个不同阶段设计投资计划，考虑其偏见、风险偏好和财富需求的变化，并使用在四门课程中学到的知识。 部分：2 标题：第二周 描述：本模块将教您如何衡量投资组合的表现。完成本模块后，您将能解释何时使用夏普比率和特雷诺比率。 部分：3 标题：第三周 描述：本模块讨论了面向长期投资者的各种投资选择。完成本模块后，您将能够推荐一些长期投资方案。 部分：4 标题：第四周 描述：本模块介绍了共同基金的世界。完成本模块后，您将能够分析和比较共同基金。 部分：5 标题：第五周 描述：本模块介绍了债券分析。完成本模块后，您将能够分析各种债券并比较其表现。 部分：6 标题：第六周 描述：在本模块中，您将整合所有答案模板并提交最终项目。
Part: 1
Title:Capstone Project
Description:In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, the risk preferences and the wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile.
Part: 2
Title:Week 2
Description:This module teaches you how to measure the performance of portfolios. After completing this module you will be explain when to use Sharpe and Treynor measures.
Part: 3
Title:Week 3
Description:This module discusses the various investments available for an investor looking at long time horizon. After completing this module you will be able to recommend some long term investments.
Part: 4
Title:Week 4
Description:This module introduces you to the world of mutual funds. After completing this module you will be able to analyse and compare mutual funds.
Part: 5
Title:Week 5
Description:This module introduces you to analysis of bonds. After finishing this module you would be able to analyse various bonds and compare their performance.
Part: 6
Title:Week 6
Description:In this module, you will combine all the answer templates and submit your final project.
In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, risk preferences and wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. In the end you should also evaluate the performance of his portfolio.
